I am in Guatemala right now. I saw one American built truck and a bunch of American built used Buses. (Chicken Buses)

The real transportation is motorcycles and Took Took’s. India has the old three wheeled Took Took space, China has the nee four wheeled Took Took space and over half maybe 3/4 of the motorcycle market. The USA has none.

China has large dealer networks for motorcycles and one electric motorcycle dealer so far. The best I can tell, Guatemala has a pretty decent electrical grid, we have seen no power outages in two weeks, and from conversations the electricity prices are about 12 cents a kilowatt hour. Gas is about 3.50 a gallon. I think this market is prime for Chinese electric motorcycles and scooters and 4 wheel took tooks. In the mountain villages the 3 wheel took tooks work better do to the crowed streets.

I am thinking the market for Chinese EV’s in he global south has not even started to be tapped, and I think, even at 12 cents a kilowatt hour the Chinese solar plus storage systems will find a market.

We live in interesting times.

And. . .

The weather around Lake Atitlan is perfect.

Cheers
Qazulight